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    <title>FOLIO Jira</title>
    <link>https://folio-org.atlassian.net</link>
    <description>This file is an XML representation of an issue</description>
    <language>en-us</language>    <build-info>
        <version>1001.0.0-SNAPSHOT</version>
        <build-number>100246</build-number>
        <build-date>07-02-2024</build-date>
    </build-info>

<item>
            <title>[UXPROD-4210] Duplicate a shared or local Instance (BE work)</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-4210</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;This feature involves 2 Instance action menu options - duplicate as local and duplicate as shared. Duplicate as local is being covered by 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UIIN-2458&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UIIN-2458&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Duplicate Instance &quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10309?size=medium&quot; /&gt;
            UIIN-2458
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
.&lt;/p&gt;

&lt;p&gt;For now, if a library wants to duplicate an instance and make it shared, they will first duplicate it to create a local instance, and then share it. &lt;/p&gt;

&lt;p&gt;This feature would allow for the duplicated instance to be created as shared, instead of having to promote it to shared after creation.&lt;/p&gt;

&lt;p&gt;&lt;font color=&quot;#ff0000&quot;&gt;Clean up the description of this feature and decide if we can park it for now and tackle in a future iteration&lt;/font&gt;&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Current situation or problem&lt;/b&gt;: Consortia members must have the ability to collaborate in contributing and managing cataloging records. It must be possible to manage the importing and sharing of bibliographic records at the consortia level&lt;br/&gt;
Start on each of 3 tenant types, with each of 4 recod types; all will be created as LOCAL Source = FOLIO, then promote to shared or use Z39.50 to update to MARC&lt;/p&gt;

&lt;p&gt;&lt;b&gt;In scope&lt;/b&gt;:&lt;/p&gt;

&lt;ul&gt;
	&lt;li&gt;Ability to duplicate either a Local or Shared Instance to create a new Shared or Local instance &lt;font color=&quot;#de350b&quot;&gt;(new, separate actions?)&lt;/font&gt;&lt;/li&gt;
	&lt;li&gt;Promotion of Instance duplicated as Shared to consortial tenant (This may also be covered by 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-4140&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-4140&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Allow user to promote a local Instance to be a shared consortial instance, plus shared/shadow instance logic (BE work)&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-4140
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
)&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;&lt;b&gt;Out of scope&lt;/b&gt;:&lt;/p&gt;

&lt;ul&gt;
	&lt;li&gt;Promotion of a newly created local Instance to consortial tenant after duplicating from shared (action to promote covered in: &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-4140&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://folio-org.atlassian.net/browse/UXPROD-4140&lt;/a&gt;&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;&lt;b&gt;Proposed stories&lt;/b&gt;:&lt;/p&gt;

&lt;ul&gt;
	&lt;li&gt;&lt;font color=&quot;#de350b&quot;&gt;Create new options in the Instance Actions menu&lt;/font&gt;
	&lt;ul&gt;
		&lt;li&gt;&lt;font color=&quot;#de350b&quot;&gt;Duplicate as local instance&lt;/font&gt;&lt;/li&gt;
		&lt;li&gt;&lt;font color=&quot;#de350b&quot;&gt;Duplicate as shared instance&lt;/font&gt;&lt;/li&gt;
	&lt;/ul&gt;
	&lt;/li&gt;
	&lt;li&gt;Duplicate as a local instance, create Instance with source = FOLIO:
	&lt;ul&gt;
		&lt;li&gt;Shared Instances with source = MARC - Create new local Instance with source = FOLIO&lt;/li&gt;
		&lt;li&gt;Shared instances with source = FOLIO - Create new local Instance with source = FOLIO&lt;/li&gt;
	&lt;/ul&gt;
	&lt;/li&gt;
	&lt;li&gt;Duplicate as a shared instance, create new Shared Instance with source = FOLIO
	&lt;ul&gt;
		&lt;li&gt;Shared instances with source = MARC - Create new shared instance with source = FOLIO&lt;/li&gt;
		&lt;li&gt;Shared instances with source = FOLIO - Create new shared Instance with source = FOLIO&lt;/li&gt;
	&lt;/ul&gt;
	&lt;/li&gt;
	&lt;li&gt;Upon duplication as a shared Instance, promote Instance to consortial tenant&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;&lt;b&gt;Questions&lt;/b&gt;&lt;/p&gt;

&lt;ul&gt;
	&lt;li&gt;&lt;font color=&quot;#de350b&quot;&gt;Need to confirm whether there will be separate actions to duplicate as shared or duplicate as local, or if duplication will always create a local that will then have to be shared via a separate action&lt;/font&gt;&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;No UI changes; a couple BE tasks, plus test scenarios&lt;/p&gt;</description>
                <environment></environment>
        <key id="12580">UXPROD-4210</key>
            <summary>Duplicate a shared or local Instance (BE work)</summary>
                <type id="10002" iconUrl="https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium">New Feature</type>
                            <parent id="12783">UXPROD-4049</parent>
                                    <priority id="10000" iconUrl="https://dev.folio.org/assets/jira-priority/jira-p1.svg">P1</priority>
                        <status id="6" iconUrl="https://folio-org.atlassian.net/images/icons/statuses/closed.png" description="The issue is considered finished, the resolution is correct. Issues which are closed can be reopened.">Closed</status>
                    <statusCategory id="3" key="done" colorName="green"/>
                                    <resolution id="10003">Done</resolution>
                                                        <assignee accountid="5af5e627525ba96b58654f12">Ann-Marie Breaux</assignee>
                                                                <reporter accountid="557058:2f7b6349-450b-419a-ba54-c181f51383ad">Dennis Bridges</reporter>
                                    <labels>
                            <label>LC1</label>
                            <label>consortia</label>
                            <label>ecs</label>
                            <label>epam-folijet</label>
                            <label>inventory</label>
                            <label>metadatamanagement</label>
                            <label>needs-be-estimate</label>
                            <label>needs-ui-estimate</label>
                    </labels>
                <created>Mon, 17 Apr 2023 18:08:13 +0000</created>
                <updated>Wed, 8 Nov 2023 17:50:23 +0000</updated>
                            <resolved>Wed, 8 Nov 2023 17:50:23 +0000</resolved>
                                                    <fixVersion>Poppy (R2 2023)</fixVersion>
                                        <due></due>
                            <votes>0</votes>
                                    <watches>2</watches>
                                                                <comments>
                                                            <comment id="14217" author="557058:2f7b6349-450b-419a-ba54-c181f51383ad" created="Tue, 30 May 2023 22:28:23 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5af5e627525ba96b58654f12&quot; class=&quot;user-hover&quot; rel=&quot;5af5e627525ba96b58654f12&quot; data-account-id=&quot;5af5e627525ba96b58654f12&quot; accountid=&quot;5af5e627525ba96b58654f12&quot; rel=&quot;noreferrer&quot;&gt;Ann-Marie Breaux&lt;/a&gt; can you clarify whether this feature is meant to cover duplicating a shared instance as a local instance (Ie. copy cataloging) or that this will represent the work needed to create &quot;shadow instances&quot; for a shared instance? Thanks!&lt;/p&gt;</comment>
                                                            <comment id="14219" author="557058:b069a93f-6f5f-43c0-a76f-f668b7eb6bb0" created="Tue, 13 Jun 2023 19:04:02 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5af5e627525ba96b58654f12&quot; class=&quot;user-hover&quot; rel=&quot;5af5e627525ba96b58654f12&quot; data-account-id=&quot;5af5e627525ba96b58654f12&quot; accountid=&quot;5af5e627525ba96b58654f12&quot; rel=&quot;noreferrer&quot;&gt;Ann-Marie Breaux&lt;/a&gt; In the description of this story, you mentioned that there are no UI stories. The duplication functionality right now is made possible by the UI only. So there will be UI tickets only.&lt;/p&gt;</comment>
                    </comments>
                <issuelinks>
                            <issuelinktype id="10008">
                    <name>Defines</name>
                                            <outwardlinks description="defines">
                                        <issuelink>
            <issuekey id="13656">UXPROD-785</issuekey>
        </issuelink>
                            </outwardlinks>
                                                        </issuelinktype>
                            <issuelinktype id="10003">
                    <name>Relates</name>
                                            <outwardlinks description="relates to">
                                        <issuelink>
            <issuekey id="46535">UIIN-2458</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="12686">UXPROD-4329</issuekey>
        </issuelink>
                            </outwardlinks>
                                                                <inwardlinks description="relates to">
                                        <issuelink>
            <issuekey id="12581">UXPROD-4209</issuekey>
        </issuelink>
                            </inwardlinks>
                                    </issuelinktype>
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